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2,141 hedge funds and large institutions have $60B invested in Starbucks in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 901 increasing their positions, 908 reducing their positions, and 224 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $1.69B | Put options by funds: $1.6B

0.31% more ownership

Funds ownership: 68.33%68.64% (+0.31%)

1% less repeat investments, than reductions

Existing positions increased: 901 | Existing positions reduced: 908

3% less funds holding in top 10

Funds holding in top 10: 3736 (-1)

6% less funds holding

Funds holding: 2,2722,141 (-131)

16% less capital invested

Capital invested by funds: $71.3B → $60B (-$11.3B)

43% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 224

Holders
2,141
Holders Change
-131
Holders Change %
-5.77%
% of All Funds
36.06%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.61%
New
128
Increased
901
Reduced
908
Closed
224
Calls
$1.69B
Puts
$1.6B
Net Calls
+$91.5M
Net Calls Change
+$631M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1251
Patron Partners
Texas
$695K +$23.2K +302 +3%
MLL
1252
Moody Lynn & Lieberson
Massachusetts
$693K -$25.3K -330 -4%
CL
1253
Choreo LLC
Illinois
$691K -$350K -4,553 -33%
CP
1254
Capital Planning
Washington
$688K
4WM
1255
44 Wealth Management
Oregon
$685K +$333K +4,340 +94%
FF
1256
FourThought Financial
Florida
$682K -$30.4K -396 -4%
PRC
1257
Pearl River Capital
Michigan
$682K +$686K +8,930 New
CP
1258
Cumberland Partners
Ontario, Canada
$680K
NEAM
1259
New England Asset Management
Connecticut
$680K
IWS
1260
Insight Wealth Strategies
California
$680K +$73.7K +959 +12%
TCM
1261
Traynor Capital Management
Pennsylvania
$678K -$269K -3,505 -28%
WPC
1262
Wedmont Private Capital
Pennsylvania
$678K -$74.6K -971 -10%
MA
1263
MKT Advisors
California
$675K +$10.9K +142 +2%
CIAS
1264
Capital Investment Advisory Services
North Carolina
$675K +$53.9K +702 +9%
RIM
1265
Reynolds Investment Management
South Carolina
$673K -$39.6K -516 -6%
GLA
1266
Good Life Advisors
Pennsylvania
$672K +$27K +351 +4%
EM
1267
Excalibur Management
Massachusetts
$670K +$238K +3,102 +55%
MPPW
1268
Mitchell & Pahl Private Wealth
Oklahoma
$668K +$133K +1,731 +25%
VIM
1269
VELA Investment Management
Ohio
$667K +$456K +5,939 +213%
CCT
1270
Chemung Canal Trust
New York
$666K -$103K -1,344 -13%
SIP
1271
Stoneridge Investment Partners
Pennsylvania
$666K +$43.3K +564 +7%
PFWA
1272
Paces Ferry Wealth Advisors
Georgia
$662K +$2.15K +28 +0.3%
CRI
1273
Colonial River Investments
Virginia
$660K -$21.4K -279 -3%
SWM
1274
Salvus Wealth Management
New Jersey
$660K +$461 +6 +0.1%
MP
1275
McDonald Partners
Ohio
$658K +$10.2K +133 +2%

SBUX Hedge Fund Activity: Q2 2022 in Review

2,141 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2022, worth a combined $60B — down 16% from $71.3B a quarter earlier.

Sellers outnumbered buyers: 224 funds closed out of SBUX and 128 opened new positions — a net loss of 96 holders — while 908 trimmed existing stakes and 901 added.

The largest buyer was Wellington Management Group, adding an estimated $830M. The largest seller was Magellan Asset Management, cutting an estimated $765M.

  • 2,141 institutional investors held Starbucks (SBUX) as of Q2 2022, down from 2,272 in Q1 2022.
  • Funds reported $60B of Starbucks stock for Q2 2022, down 16% quarter-over-quarter.
  • 128 funds opened new Starbucks positions in Q2 2022 and 224 closed out, a net change of -96 holders.
  • The largest Starbucks buyer in Q2 2022 was Wellington Management Group, an estimated $830M added.
  • The largest Starbucks seller in Q2 2022 was Magellan Asset Management, an estimated $765M sold.

Based on aggregated 13F filings for Q2 2022.